A1 Capital'in de\u011ferlendirmesinde, ABD Merkez Bankas\u0131'n\u0131n (Fed), para politikas\u0131 faizini beklenildi\u011fi gibi y\u00fczde 3,5 ile y\u00fczde 3,75 aras\u0131nda bir aral\u0131kta de\u011fi\u015ftirmeden b\u0131rak\u0131rken, karar\u0131n 10'a 2 oyla al\u0131n\u0131rken, hem Stephen Miran hem de Chris Waller'\u0131n, tahmin edildi\u011fi gibi 25 baz puanl\u0131k faiz indirimine oy verdi\u011fi aktar\u0131ld\u0131. Ba\u015fkan Jerome Powell'\u0131n ekonomik g\u00f6r\u00fcn\u00fcm\u00fcn “a\u00e7\u0131k\u00e7a iyile\u015fti\u011fini” ve komitede faiz art\u0131r\u0131m\u0131na ara verilmesi y\u00f6n\u00fcnde geni\u015f bir destek oldu\u011funu belirtti\u011fi dikkat \u00e7ekkat \u00e7ekerken \u015fu bilgilere yer verildi:<\/p>\n
“Piyasalar Haziran ay\u0131nda faiz indirimi olas\u0131l\u0131\u011f\u0131na odaklan\u0131rken, Powell faiz politikas\u0131 konusunda bundan sonra ne olaca\u011f\u0131na dair fazla bir ipucu vermedi. Aral\u0131k ay\u0131ndaki FOMC toplant\u0131s\u0131nda yetkililer, “istihdamda a\u015fa\u011f\u0131 y\u00f6nl\u00fc risklerin son aylarda artt\u0131\u011f\u0131n\u0131” belirtmi\u015fti, ancak bu ay bu ifadeyi kald\u0131r\u0131rken, b\u00fcy\u00fcme “sa\u011flam” olarak nitelendirildi ve i\u015fsizlik oran\u0131nda “baz\u0131 istikrar i\u015faretleri” oldu\u011fu kabul edildi. Powell yine tarifelerin etkisinin b\u00fcy\u00fck k\u0131sm\u0131n\u0131n zaten ge\u00e7ti\u011fini d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc tekrarlad\u0131. Yat\u0131r\u0131mc\u0131lar, Nisan ay\u0131na kadar bir ba\u015fka parasal gev\u015feme olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fczde 26'ya d\u00fc\u015f\u00fcrerek tepki g\u00f6sterdi; bir sonraki olas\u0131 zaman dilimi ise y\u00fczde 61 ile Haziran ay\u0131 olarak de\u011ferlendiriliyor.<\/p>\n
FED Ba\u015fkan\u0131 Powell, genel olarak al\u0131\u015f\u0131lm\u0131\u015f tavr\u0131n\u0131 koruyarak, hem merkez bankas\u0131ndaki gelece\u011fi hem de Trump y\u00f6netimi taraf\u0131ndan ba\u015flat\u0131lan bir ceza soru\u015fturmas\u0131 hakk\u0131ndaki bas\u0131n sorular\u0131n\u0131 ge\u00e7i\u015ftirdi, ancak yerini alacak ki\u015fiye baz\u0131 samimi tavsiyelerde bulundu. ” Se\u00e7ilmi\u015f siyasetten uzak durun, se\u00e7ilmi\u015f siyasete bula\u015fmay\u0131n. Bunu yapmay\u0131n,” dedi. Powell, gazetecilerin video a\u00e7\u0131klamas\u0131na ili\u015fkin ayr\u0131nt\u0131l\u0131 bilgi vermesi veya May\u0131s ay\u0131nda ba\u015fkanl\u0131k g\u00f6revi sona erdikten sonraki niyetlerini a\u00e7\u0131klamas\u0131 y\u00f6n\u00fcndeki tekrarlanan taleplerine yan\u0131t vermedi. Ayr\u0131 y\u00f6netim kurulu \u00fcyeli\u011fi s\u00fcresi ise iki y\u0131l daha devam ediyor. Piyasalar, BlackRock'\u0131n ba\u015f tahvil yat\u0131r\u0131m y\u00f6neticisi Rick Rieder'\u0131 Fed ba\u015fkanl\u0131\u011f\u0131 i\u00e7in en g\u00fc\u00e7l\u00fc aday olarak g\u00f6r\u00fcyor. Yar\u0131\u015fta yer alan di\u011fer isimler aras\u0131nda Beyaz Saray ekonomi dan\u0131\u015fman\u0131 Kevin Hassett, Fed Ba\u015fkan\u0131 Christopher Waller ve eski Fed Ba\u015fkan\u0131 Kevin Warsh bulunuyor.<\/p>\n
Trump, Fed ba\u015fkan\u0131n\u0131 se\u00e7erken faiz indirimini bir \u00f6l\u00e7\u00fct haline getirdi ve piyasalardaki bir\u00e7ok ki\u015fi, yeni Fed ba\u015fkan\u0131n\u0131n merkez bankas\u0131n\u0131n yasal ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131n\u0131 ba\u015fkana devredebilece\u011finden endi\u015fe ediyor.<\/p>\n
Trump y\u00f6netimi, ABD'deki kritik mineral projeleri i\u00e7in ( Elektrikli ara\u00e7larda, yar\u0131 iletkenlerde, savunma sistemlerinde ve t\u00fcketici elektroni\u011finde kullan\u0131lan kritik minerallerin \u00fcretimini desteklemek amac\u0131yla) asgari fiyat garantisi verme planlar\u0131ndan geri ad\u0131m at\u0131yormu\u015f deniyor ki bu da Kongre'den yeterli fon sa\u011flanamamas\u0131 ve piyasa fiyatland\u0131rmas\u0131n\u0131n belirlenmesinin karma\u015f\u0131kl\u0131\u011f\u0131na dair z\u0131mni bir kabul anlam\u0131na geliyor.<\/p>\n
Yat\u0131r\u0131mc\u0131lar\u0131n fiziki varl\u0131klara olan ak\u0131n\u0131 devam ederken alt\u0131n ve g\u00fcm\u00fc\u015f t\u00fcm zamanlar\u0131n en y\u00fcksek seviyelerine t\u0131rmand\u0131 ve ABD Ba\u015fkan\u0131 Donald Trump'\u0131n \u0130ran'\u0131 n\u00fckleer silahlar konusunda anla\u015fmaya varmamas\u0131 halinde olas\u0131 sald\u0131r\u0131lar konusunda uyarmas\u0131n\u0131n ard\u0131ndan petrol fiyatlar\u0131 d\u00f6rt ay\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131.<\/p>\n
Jeopolitik haberlerde, ABD Ba\u015fkan\u0131 Trump d\u00fcn \u0130ran'\u0131 masaya oturmaya ve n\u00fckleer silahlar konusunda bir anla\u015fmaya varmaya \u00e7a\u011f\u0131rd\u0131. Gelecekteki herhangi bir ABD sald\u0131r\u0131s\u0131n\u0131n, ge\u00e7en y\u0131l \u0130ran n\u00fckleer tesislerine yap\u0131lan sald\u0131r\u0131dan \u00e7ok daha \u015fiddetli olaca\u011f\u0131 konusunda uyard\u0131. Tahran, ABD'ye, \u0130srail'e ve onlar\u0131 destekleyenlere kar\u015f\u0131 misilleme tehdidinde bulunarak kar\u015f\u0131l\u0131k verdi. \u00c7ok say\u0131da kayna\u011fa g\u00f6re, ABD Ba\u015fkan\u0131 Donald Trump, \u0130ran'a kar\u015f\u0131 g\u00fcvenlik g\u00fc\u00e7lerine ve liderlerine y\u00f6nelik hedefli sald\u0131r\u0131lar da dahil olmak \u00fczere protestocular\u0131 cesaretlendirmek i\u00e7in \u00e7e\u015fitli se\u00e7enekleri de\u011ferlendiriyormu\u015f. \u00d6te yandan \u0130srail ve Arap yetkililer, hava g\u00fcc\u00fcn\u00fcn tek ba\u015f\u0131na din adam\u0131 y\u00f6neticileri deviremeyece\u011fini belirtiyormu\u015f. G\u00f6r\u00fc\u015fmelere yak\u0131n iki ABD kayna\u011f\u0131, Trump'\u0131n bu ay\u0131n ba\u015flar\u0131nda \u00fclke \u00e7ap\u0131ndaki protesto hareketinin bast\u0131r\u0131lmas\u0131 ve binlerce ki\u015finin \u00f6ld\u00fcr\u00fclmesinin ard\u0131ndan “rejim de\u011fi\u015fikli\u011fi” i\u00e7in ko\u015fullar yaratmak istedi\u011fini s\u00f6ylemi\u015f. Bunun i\u00e7in, protestoculara h\u00fck\u00fcmet ve g\u00fcvenlik binalar\u0131n\u0131 ele ge\u00e7irebilecekleri g\u00fcvenini vermek amac\u0131yla, Washington'un \u015fiddetten sorumlu tuttu\u011fu komutanlar\u0131 ve kurumlar\u0131 hedef alma se\u00e7eneklerini de\u011ferlendiriyordu, denilmi\u015f. Hat\u0131rlanaca\u011f\u0131 gibi bu hafta ABD u\u00e7ak gemisi ve destekleyici sava\u015f gemilerinin Orta Do\u011fu'ya gelmesi, Trump'\u0131n \u0130ran'\u0131n bask\u0131s\u0131 nedeniyle defalarca m\u00fcdahale tehdidinde bulunmas\u0131n\u0131n ard\u0131ndan, askeri harekat d\u00fczenleme potansiyelini geni\u015fletmi\u015fti.<\/p>\n
Alt\u0131n, jeopolitik ve ekonomik belirsizlikler kar\u015f\u0131s\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcvenli liman aray\u0131\u015f\u0131 i\u00e7inde olmas\u0131yla h\u0131zl\u0131 y\u00fckseli\u015fini s\u00fcrd\u00fcrerek ons ba\u015f\u0131na 5.600 dolara yakla\u015farak rekor seviyeye ula\u015ft\u0131; g\u00fcm\u00fc\u015f ise 120 dolar\u0131 a\u015fmaya \u00e7ok yakla\u015ft\u0131. Artan ABD borcu ve k\u00fcresel ticaret sisteminin ABD merkezli bir model yerine b\u00f6lgesel bloklara ayr\u0131ld\u0131\u011f\u0131na dair i\u015faretlerin yaratt\u0131\u011f\u0131 belirsizlik, yat\u0131r\u0131mc\u0131lar\u0131n alt\u0131na y\u00f6nelmesine neden oluyor. Alt\u0131n art\u0131k sadece kriz veya enflasyona kar\u015f\u0131 bir koruma arac\u0131 de\u011fil; giderek daha \u00e7ok n\u00f6tr ve g\u00fcvenilir bir de\u011fer saklama varl\u0131\u011f\u0131 olarak g\u00f6r\u00fcl\u00fcyor ve ayn\u0131 zamanda daha geni\u015f bir makro rejim yelpazesinde \u00e7e\u015fitlendirme sa\u011fl\u0131yor. Y\u00fckseli\u015fin parabolik do\u011fas\u0131 bir geri \u00e7ekilmenin yak\u0131n oldu\u011funu d\u00fc\u015f\u00fcnd\u00fcrse de, temel g\u00f6stergelerin 2026 boyunca destekleyici kalmas\u0131 bekleniyor ve bu da olas\u0131 d\u00fc\u015f\u00fc\u015fleri alt\u0131nda cazip al\u0131m f\u0131rsatlar\u0131 haline getiriyor.<\/p>\n
Petrol fiyatlar\u0131, ABD'nin Ortado\u011fu'nun \u00f6nemli petrol \u00fcreticisi \u0130ran'a askeri bir sald\u0131r\u0131 d\u00fczenleyebilece\u011fi ve bunun da b\u00f6lgeden gelen arz\u0131 aksatabilece\u011fi endi\u015felerinin artmas\u0131yla Asya piyasalar\u0131nda y\u00fczde 1,5'ten fazla artarak \u00fc\u00e7\u00fcnc\u00fc g\u00fcn \u00fcst \u00fcste y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc. Brent petrol vadeli i\u015flemleri y\u00fczde 1,5 artarak varil ba\u015f\u0131na 69,39 dolara, ABD Bat\u0131 Teksas Ham Petrol\u00fc ise y\u00fczde 1,7 artarak varil ba\u015f\u0131na 64,27 dolara \u00e7\u0131kt\u0131. Her iki s\u00f6zle\u015fme de Pazartesi g\u00fcn\u00fcnden bu yana yakla\u015f\u0131k y\u00fczde 5 oran\u0131nda y\u00fckseldi ve 29 Eyl\u00fcl'den bu yana en y\u00fcksek seviyelerinde bulunuyor.<\/p>\n
BIST taraf\u0131nda ise; BlackRock'\u0131n en ba\u015far\u0131l\u0131 fonlar\u0131ndan biri, enflasyondaki yava\u015flama ve cazip \u00e7arpanlar sayesinde T\u00fcrkiye'yi portf\u00f6y\u00fcn\u00fcn y\u00fczde 10'una ta\u015f\u0131yarak en b\u00fcy\u00fck \u00fc\u00e7\u00fcnc\u00fc yat\u0131r\u0131m dura\u011f\u0131 haline getirdi. Fon y\u00f6neticileri, T\u00fcrk bankalar\u0131n\u0131n k\u00fcresel \u00f6l\u00e7ekte ucuz kald\u0131\u011f\u0131n\u0131 ve kredi notu g\u00f6r\u00fcn\u00fcm\u00fcndeki iyile\u015fmeyle birlikte Borsa \u0130stanbul'un dolar baz\u0131nda geli\u015fmekte olan piyasalar\u0131 geride b\u0131rakt\u0131\u011f\u0131n\u0131 vurguluyor. Haberine bit de y\u00fcksek a\u00e7\u0131k pozsiyon pozisyondaki yat\u0131r\u0131mc\u0131lar\u0131n pozisyonlar\u0131n\u0131 kapatma derdi eklenince 13,512 seviyesine kadar y\u00fckseldik. Piyasan\u0131n stop seviyeleri a\u015fa\u011f\u0131 da kald\u0131, bunu d\u00fc\u015f\u00fcnerek pozisyonlanmalar\u0131n\u0131za \u00f6zellikle yenilere dikkatli yakla\u015fman\u0131z\u0131 tavsiye etmekteyiz.”<\/p>\n
<\/strong> \u0130stanbul, 29 Ocak (Hibya) – A1 Capital, petrol fiyatlar\u0131n\u0131n, ABD’nin Ortado\u011fu’nun \u00f6nemli petrol \u00fcreticisi \u0130ran’a askeri bir sald\u0131r\u0131 d\u00fczenleyebilece\u011fi ve bunun da b\u00f6lgeden gelen arz\u0131 aksatabilece\u011fi endi\u015felerinin artmas\u0131yla Asya piyasalar\u0131nda y\u00fczde 1,5’ten fazla artarak \u00fc\u00e7\u00fcnc\u00fc g\u00fcn \u00fcst \u00fcste y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":39674,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-39673","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/39673","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=39673"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/39673\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/39674"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=39673"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=39673"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=39673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"